Resources
Field material for running an advisory practice
Everything below comes out of real delivery. Partners get the full library inside the workspace, pre-loaded and ready to brand.
Guides
Long-form walkthroughs of the delivery rhythm — onboarding a client, standing up a programme, and evidencing the work as you go.
- Onboarding a new advisory client in the first thirty days
- Mapping a bespoke programme to NIST CSF 2.0 and CIS Controls v8
- Building a governance health score your clients will accept
Templates
Reusable artefacts you can brand and issue: policy sets, assessment structures, and executive reporting formats.
- Acceptable use policy with sector overlays
- AI tool request and manager pre-approval workflow
- Quarterly business review deck structure
Playbooks
How to run the harder conversations: pricing an engagement, scoping an AI governance programme, and defending a maturity score to a board.
- Pricing engagements as retainers rather than hours
- Scoping AI governance for an SMB versus an enterprise
- Presenting risk movement to a non-technical board
The full library ships with the platform
Partner workspaces are pre-loaded with the policy library and playbooks, and the right policy sets are assigned automatically when a module is enabled for a client.